$BTC (-0,57%) From now on, payments will only be made into the 3a pillar with Finpension, but with a 5% $IBIT allocation 😀

#steueroptimierung
#3a
#finpension
#viac
#schweiz

Investors today face a striking dilemma. The S&P 500, once the epitome of broad diversification, is now dominated by a small number of AI tech giants. Their stock prices have risen so sharply that the index has almost become a mirror image of a handful of expensive companies. The risk is clear: if one of those giants stumbles, the entire market feels the impact. In contrast, there is the largest cryptocurrency.

Despite fluctuations, it offers dynamics that are less dependent on a single cluster of companies.

While the S&P 500 is driven by overly concentrated and expensive expectations, crypto seems to promise more room for new capital flows and growth. For those looking ahead, that’s a compelling argument.

$VOO
$VUSA (-1,18%)
$BTC (-0,57%)
$XRP (+1,64%)
$ETH (-1,04%)
$SOL (+1,16%)
$MSTR (-6,57%)
$BMNR (-3,44%)
$MARA (-5%)
$IBIT
$IB1T (-3,57%)
$ETHA

$SBET (-5,9%)
$ETH (-1,04%)

It's getting more and more exciting 👌

Joseph is the former head of Digital Asset Strategy at BlackRock, where he helped launch $IBIT and $ETHA -ETFs.

Joseph Chalom:

After 20 years at BlackRock and helping lead the digital asset strategy, I’m starting a new chapter:

I’ve joined SharpLinkGaming ($SBET) as Co-CEO.

Here’s why:

At BlackRock, I helped launch the following:

- IBIT—the world’s largest Bitcoin ETP

- ETHA—the world’s largest Ethereum ETP

- BUIDL—the world’s largest tokenized fund (built on Ethereum)

We didn’t just talk about digital assets—we built a bridge between TradFi and crypto.

Now I’m joining SharpLinkGaming ($SBET), a company led by Joseph Lubin that’s built on a clear conviction:

That Ethereum ($ETH (-1,04%) ) will become the foundation of the global financial world.

And I couldn’t agree more.

Stablecoins, tokenized assets, AI agents—everything is moving on-chain.

And it’s happening on Ethereum.

That’s where the future is being built.

SharpLink is already one of the largest corporate holders of $ETH (-1,04%) .

Our goal is not just $ETH (-1,04%) to hold it, but to activate it through native staking, restaking, and Ethereum-based yield strategies.

All to increase the value of our cash reserves and create long-term value for shareholders.

We’re building a bridge between institutional capital and Ethereum-native yield, all packaged into a single public equity.

The asset is $ETH (-1,04%) , and the ticker is $SBET (-5,9%) .

$BTBT (-6,1%)
$BMNR (-3,44%)

Introduction:

BlackRock and T. Rowe Price are two prominent asset managers that offer both active funds and ETFs. When deciding whether to invest in these companies' stocks, their active funds or their ETFs, it is important to understand the differences and characteristics of these investment vehicles.

Shares of asset managers:

• BlackRock ( $BLK
  ): Current share price: USD 973.92. BlackRock is the world's largest asset manager with $11.6 trillion in assets under management as of the fourth quarter of 2024. The company offers a wide range of investment products, including ETFs and active funds.
• T. Rowe Price ( $TROW (+1,52%)
  ): Current share price: USD 107.17. T. Rowe Price had USD 1.61 trillion in assets under management as of December 2024 and is known for its active investment strategies. Unlike BlackRock, T. Rowe Price does not currently offer any crypto-related products.

Active funds vs. ETFs:

• Active funds: These are actively managed by fund managers who try to outperform the market by making targeted investment decisions. Active funds usually have higher fees due to the intensive management. T. Rowe Price is known for its active funds and has recently begun to transition some of these strategies into active ETFs. Example $TTEQ
• 
  ETFs (Exchange Traded Funds): ETFs are mutual funds that trade on exchanges and typically track an index. They offer diversification and often have lower fees. BlackRock is a leading provider of ETFs, including active ETFs that have the potential to outperform the market. Example $IVV (-1,21%) or the crypto ETFs $IBIT

Cost comparison:

• Passive ETFs: Typically below 0.20% total expense ratio (TER) for standard products.
• Active ETFs: Between 0.20% and 0.85% TER for equity ETFs.
• Active funds: Well above 1% ongoing charges.

Performance comparison:

Some studies show that actively managed funds can outperform passive ETFs in certain market phases. For example, actively managed growth funds from T. Rowe Price and Fidelity outperformed the Vanguard Growth ETF over a short period.

Bottom line:

Choosing to invest directly in BlackRock or T. Rowe Price stocks offers the benefit of participating in the success of these asset managers, including their exposure to the crypto space, particularly BlackRock. However, this comes with specific business risks. Buying ETFs from these providers allows for broader diversification but reduces direct exposure to cryptocurrencies. The choice should be made based on the investment period and risk appetite.

I would be interested to know how you see this and why you chose the exact asset you have in your portfolio?

Ps: If there are any spelling mistakes or anything else, please let me know. Should be an attempt to have a discussion at a higher level.

The game theory continues and the next state actor has jumped on the $BTC (-0,57%) bandwagon🚀

The world's third-largest sovereign wealth fund with AUM of USD 1.057 trillion invested USD 24,436 million in Q4 $IBIT invested.

This was revealed in a 13F filing with the SEC:

https://www.sec.gov/Archives/edgar/data/1704268/000108514625001478/xslForm13F_X02/infotable.xml

$BTC (-0,57%)

Since yesterday, options trading of the BlackRock Bitcoin ETF $IBIT has been possible.

The derivative has collected almost USD 2 billion within 24 hours.

The following video by Florian Bruce-Boye explains quite well what this means and what new opportunities it opens up, especially for institutional investors.

It also explains why the price could potentially explode as a result. Take a look if you are interested:

https://m.youtube.com/watch?v=9kD9hTiJzmw

$BTC (-0,57%)
Spot ETFs had an absolute record day yesterday 🚀

On yesterday's trading day alone, over 1.3 billion dollars flowed into the Bitcoin Spot ETFs, which is a record.

The $IBIT of $BLK received 1.1 billion $🤯 alone

This brings the inflows since the ETFs started trading in January to over 25.5 billion dollars.

To put it in Larry Fink's words "$IBIT is the fastest growing ETF in the history of ETFs."

Source: https://farside.co.uk/btc/